IAE.to is now my largest position in a concentrated portfolio with MMT.v now in 2nd place. 1Q earnings and a current production update should be out on Monday and we may begin to see the value of the Valiant acquisition. With decent execution, IAE could increase share price 50% in 6 months, a 100% in 12 months and 200% in 24 months if Brent oil prices can stay above $100. Disclosure: i am currently almost last in the Pick Six. GLTA
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